PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
309.79
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.53%

13.70%

-6.53%

24.96%

NA

19.79%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
375.23
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.55%

17.60%

-2.14%

19.17%

26.90%

25.14%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
30.23
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.57%

6.02%

-4.90%

18.64%

NA

13.46%

Xylem Maverick Strategy
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
43.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.59%

8.74%

NA NA NA

8.35%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
407.18
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.61%

-2.93%

-9.83%

28.12%

31.45%

29.08%

Valtrust Momentum
Equity: Flexi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
79.03
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.66%

7.02%

-18.90%

NA NA

25.25%

Wallfort-Ameya Fund
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
103.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.75%

5.42%

-4.84%

NA NA

41.71%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
13.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.78%

6.80%

-12.47%

17.19%

26.03%

16.24%

Benchmark
NIFTY 50 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
130.23
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.78%

0.27%

-11.29%

10.34%

17.66%

14.37%

Benchmark
S&P BSE 500 Total Return Index
Inception
NA
Min. Investment
NA
AUM (₹ Cr)
21.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-1.81%

2.76%

-9.97%

22.34%

20.18%

16.07%